See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $67,937 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,876 | $136,307-46.5% | $177,821-59.0% | $73,488-0.8% |
| Participation rate | 90.6% | 86.1%+4.5pp | 87.7%+2.9pp | 70.7%+19.9pp |
| Annual return | 9.48% | 18.68%-9.2pp | 48.32%-38.8pp | 28.51%-19.0pp |
| Employer contribution / active EE | $2,617 | $3,712-29.5% | $5,918-55.8% | $2,270+15.3% |
| Participant deferral / active EE | $4,886 | $5,829-16.2% | $7,714-36.7% | $3,740+30.6% |
| Admin fee / account holder | $169 | $596-71.6% | $12,427-98.6% | $513-67.1% |